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Client Archetypes

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The Goodlife person’s passions are driven by pleasure, exclusivity and experiences. Steeped in the belief that “money exists to use and enjoy,” Goodlife people have artifacts that are symbols of their status and success.

The Artisan is motivated by beauty, aesthetics and taste. Artisans use their wealth as an opportunity to express their status as people of refinement and sophistication. To Artisans, production is more rewarding than mere consumption.

The Unplugged person is motivated by the practical, value-oriented and intelligent; taking pride in being well-informed and self-reliant. They tend to spend money on things that matter to them, and save on things that don’t.

The Wellville person is centered on the pursuit of 360-degree wellness, using their wealth to convey they live a balanced life and take action through wellness, naturalness and balance.

The Legacy person is motivated by tradition, family and giving back. Concerned about how they will be remembered, they are interested in passing down ethics, values and life lessons as well as material wealth.